10/11/2026
Three years ago, I made the decision to invest in myself and my business by joining TruChoice Financial’s Peak Performance Coaching Program. It has been one of the best decisions I’ve made for my clients and my career.
The program has helped me elevate the conversations I have with clients, particularly when it comes to retirement income planning. It’s not just about how much you’ve saved for retirement, but how you turn those savings into income that supports the life you’ve worked so hard to build. In the words of income planning expert Tom Hegna, how to turn a paycheck into a playcheck.
I was honored to sit on a panel and share my journey, the growth I’ve experienced, and encourage other financial professionals to take that next step in their own careers.
I’m incredibly grateful for the partnership between Hart Financial Group and TruChoice Financial and for the people who continue to challenge, support, and champion my success.
Three years later, I’m still learning, still growing, and still raising the bar for the clients I serve. That’s what it’s all about! ❤️